Firms by city
Registered investment advisers in Lakewood, CO
8 SEC-registered advisers headquartered in Lakewood, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Mattern Capital Management | Lakewood, CO | $1.07B |
| Bason Asset Management | Lakewood, CO | $849M |
| Legacy Wealth Partners | Lakewood, CO | $646M |
| Financial Security Management | Lakewood, CO | $612M |
| Hinds Financial Group | Lakewood, CO | $537M |
| Emerald Hill Capital Partners Holdings | Lakewood, CO | $476M |
| BAM Wealth Management | Lakewood, CO | $202M |
| Innovative Financial | Lakewood, CO | $105M |
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $1.07B
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $849M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $646M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $612M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $537M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $476M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $202M
- Headquarters
- Lakewood, CO
- Regulatory AUM
- $105M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lakewood on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.